book basis. unfortunately those guys i love them they are a temple of sector learning you can't own the stock. illinois, charlie. >> caller: boo ya, jim, from central illinois. >> heart land. what's going on there? >> caller: well, i wanted to thank you for your excellent presentations scaling in and out of stock transactions. last friday it was very good. i'm interested in scaling into rentech nitrogen. >> with that good yield i think you're taking the appropriate action. i do want to scale into it. i think it's very attractive here. kevin in north carolina. kevin >> caller: yes, jim, a big boo ya to you. calling in about applied materials. >> oh, boy. all right, mr. tar heel. that's got a 3.5% yield. sell it because i don't think it's got anything cooking. laura in new york. laura >> caller: hi, jim, it's laura from new york. how are you? >> how are you, laura?